Morgan Stanley

Morgan Stanley Portfolio holdings

AUM $1.65T
1-Year Est. Return 24.8%
 

Morgan Stanley, founded in 1935 by Henry Sturgis Morgan and Harold Stanley as a spin-off from J.P. Morgan & Co., is a leading global financial services firm headquartered in New York City. Initially focused on investment banking, it has evolved into a diversified powerhouse offering wealth management, institutional securities, and asset management services, catering to corporations, governments, institutions, and high-net-worth individuals. With a strong presence in mergers and acquisitions, underwriting, and trading, Morgan Stanley manages billions in assets and is known for its sophisticated financial advisory services. The firm has adapted to modern markets by expanding its digital offerings and wealth management division, notably through its 2020 acquisition of E*TRADE, solidifying its position as a Wall Street titan.

This Quarter Est. Return
1 Year Est. Return
+24.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$517B
AUM Growth
+$65.2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7,036
New
Increased
Reduced
Closed

Top Buys

1
+$1.12B
2
+$922M
3
+$815M
4
ICE icon
Intercontinental Exchange
ICE
+$731M
5
PARA
Paramount Global Class B
PARA
+$691M

Top Sells

1
+$2.32B
2
+$966M
3
+$630M
4
SHOP icon
Shopify
SHOP
+$427M
5
FTCH
Farfetch Limited Class A Ordinary Shares
FTCH
+$425M

Sector Composition

1 Technology 20.02%
2 Healthcare 10.48%
3 Consumer Discretionary 9.26%
4 Communication Services 8.33%
5 Financials 7.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2776
$4.45M ﹤0.01%
349,395
+175,916
2777
$4.44M ﹤0.01%
+104,325
2778
$4.44M ﹤0.01%
137,693
-1,235
2779
$4.44M ﹤0.01%
18,780
+6,325
2780
$4.44M ﹤0.01%
227,677
-15,975
2781
$4.44M ﹤0.01%
179,194
-10,143
2782
$4.43M ﹤0.01%
76,701
-43,068
2783
$4.43M ﹤0.01%
122,866
+99,345
2784
$4.42M ﹤0.01%
95,024
-7,524
2785
$4.41M ﹤0.01%
333,231
-18,671
2786
$4.41M ﹤0.01%
50,377
+16,095
2787
$4.39M ﹤0.01%
30,778
+7,291
2788
$4.39M ﹤0.01%
225,932
-1,024,069
2789
$4.39M ﹤0.01%
113,388
-33,847
2790
$4.39M ﹤0.01%
190,758
+59,969
2791
$4.39M ﹤0.01%
389,745
-966,359
2792
$4.38M ﹤0.01%
+291,968
2793
$4.38M ﹤0.01%
164,726
+38,506
2794
$4.38M ﹤0.01%
232,573
+75,284
2795
$4.38M ﹤0.01%
156,020
-25,620
2796
$4.37M ﹤0.01%
69,281
-6,368
2797
$4.35M ﹤0.01%
145,612
+20,966
2798
$4.35M ﹤0.01%
198,942
-54,354
2799
$4.34M ﹤0.01%
1,922,400
+36,131
2800
$4.34M ﹤0.01%
97,489
+12,010
110 111
112
113 114